Fulton Breakefield Broenniman’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $473K | Hold |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $455K | Hold |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $301K | Buy |
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